Adding an Accountant

Akaunting Standard plan allows you to add an Accountant, while the Ultimate plan has no limits. Check out pricing here.

Adding an Accountant:

• From the Akaunting UI, Click on the Profile icon on the Sidebar.
• On the expanded Navigation panel, go to Team.

• Click on Invite User.
• Enter the required details.
• In the Assign > Role section, Select Accountant. The default permission level for Accountants is applied.

Check out Roles and Permission to the permission of an accountant.

• Select the default dashboard and language.
• Then, Save.

Granting Accountant access from Roles

You can also grant a user Accountant permission from the Roles page.

• From the Akaunting UI, Click on the Profile icon on the Sidebar.
• On the expanded Navigation panel, go to Roles. The default roles are Accountant, Customer, Manager, and Employee.
• Click Accountant role.

The default permission level for Accountants is already applied to the Double-Entry feature. However, you can add a new access level to the Accountant Role by scrolling through other listed Features (e.g., Payments, Estimates, Payroll, etc.) and ticking the checkboxes.

• Then, Save.